James Alexander

Ted is responsible for developing and optimizing the company's wealth management strategy and client relationship management. He integrates various resources, having worked at Goldman Sachs for 18 years. In his most recent position as the head of the wealth management department, he assembled an elite team that provides end-to-end wealth management services, including 10 high-net-worth client platforms, investment solutions across all asset classes, client support activities, and personalized financial planning. He successfully led the company's wealth management operations in North America and Europe and played a key role in the launch of the company's Family Office Services Platform, which offers customized investment solutions to ultra-high-net-worth families. He currently serves as a co-founder of CCAT Partnership Capital and a senior advisory board member for several market partners.